-53.3%
CSGP vs SSNC
-3.9%
-49.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.6% | +5.6% | +5.5% |
| 7D | +18.3% | -1.1% | +19.4% | +19.5% |
| 30D | +17.8% | +0.6% | +17.2% | +17.2% |
| 3M | +9.3% | -1.5% | +10.7% | +10.8% |
| 6M | -7.9% | +15.8% | -23.7% | -18.6% |
| YTD | -51.5% | -8.0% | -43.6% | -45.2% |
| 1Y | -53.3% | -5.8% | -47.5% | -48.1% |
| All | -53.3% | -3.9% | -49.4% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SSNC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling